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We launched the Capri Bookkeeping Solutions “Better Bookkeeping” Blog earlier this year as a platform to offer our clients and partners insight into our business and a place to share advice, business trends, and financial "buzz" for small business owners.
We’ve had a great response to our blog and are thankful for the support you’ve given us!
Here’s a recap of our most popular posts from 2019:
Difference Between an Accountant and Bookkeeper: Do I need both?
The Capri Bookkeeping Solutions Story: Small Business Success in South Jersey
5 Small Business Pro Tips to Make Your Business Successful Today
Bookkeeping Doesn’t Have to Be a Nightmare (How to Get Your Books Up-to-date Before Tax Season)
Busy Small Business Owner? Here are 7 Benefits of Outsourcing Your Bookkeeping
Be sure to follow us on social and keep an eye out for more industry updates and Capri Bookkeeping Solutions news in 2020!
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As Bookkeepers, we manage one of the essential parts of your business’ finances. We record the day-to-day financial transactions of your business. We keep records of sales, purchases, receipts, payments, and document each financial transaction, whether cash or credit, into the correct daybook and the general ledger. This crucial financial catalog can then be passed on to an accountant who creates financial reports from the information. Think of us as the expert organizing team that lays the foundation of your financials.
After years of working as a finance professional, Ethan Capri realized that one of the most important factors to a small business owners’ success is having a finance team that is dedicated to their business. He says, “A team approach is one of the biggest benefits we offer our clients when they work with us. It allows us to offer better strategy, communicate more efficiently, and work more productively for our clients.”
This team approach offers our clients both a Bookkeeper and Senior Account Manager who are immersed in your business together. Each team member has a dedicated role in the processing of your financials and, in tandem, take a proactive approach to help improve your business and your bottom-line.
Here are just a few benefits of working with a Bookkeeping Team:
#1 – More Than One Person Focusing on Your Books
More eyes on the day-to-day financials of your business provoke critical thinking and better strategy. Our teams work together to share ideas, communicate and brainstorm allowing, for more accurate records, efficient operations, and actionable information.
#2 – Share Resources
Our teams are able to share resources with each other. Our office becomes a think-tank as Bookkeepers work with each other sharing ideas, collaborating and, pooling resources. Many times a team may find issues on a client’s books that another group has already addressed.
#3 – Minimize Needless Communication and Maximize Feedback
Because we always have an open line of communication and are constantly working towards a common goal, we are able to minimize needless communication with you and maximize our feedback to you.
With this innovative team approach, you get exceptional service, "real-time" bookkeeping, excellent client service, and a better approach to bookkeeping.
Meet our Capri Bookkeeping Teams:
Heather S., Bookkeeper
Colleen O’Hanlon, Senior Account Manager
Jennifer Hagan, Bookkeeper
Alec Hewitt, Senior Account Manager
Kelli Fishbein, Account Manager
Andrea Costello, Senior Account Manager
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It’s no surprise that delegating tasks to qualified experts help you focus on the core mission of your business. Finding these experts can be challenging, but we promise you -- it’s worth it! What small business owner doesn’t want to free up time, save money, streamline processes and improve productivity?
Our clients come to us for many reasons, but mainly because they want an expert eye that saves them time, money and alleviates the hassle of managing the books. Here are our top 7 benefits to outsourcing your bookkeeping as a small business owner:
#1 – Scale Your Business
When you can detach yourself from your bookkeeping workload, you have time to focus on areas of your business that are poised for growth. With time being one of the most valuable assets of any small business, allocating this precious resource to the areas where you know you can create more revenue is invaluable. Saving time = gaining new clients.
#2 – Cut Overhead to Increase Profitability
You reduce accounting costs by not having an in-house bookkeeper. By paying an outsourced certified bookkeeper, you automatically increase the value of your firm. It means you don't have to pay for things like payroll taxes, overhead and, sick leave. Another bonus is that you manage your outsourced bookkeeper more stringently to ensure you are getting what you pay for.
#3 – Tax and Audit Ready Financials
When we talk about peace of mind for your business, there is nothing that will help you sleep better at night than knowing that your business is audit-ready at any given moment. Bookkeeping firms are always working on your books, ensuring that they are ready for the next tax cycle or ready for any kind of audit that may come your way.
#4 – Working with a Reliable and Stable Staff
When you work with a bookkeeping firm like ours you have a reliable and discerning service provider and a dedicated team to absorb staff attrition without affecting your client services. It’s also nice to not have to worry about your in-house staff having access to your financial records.
#5 – Improve Work Quality
Your service delivery capability is limited to the time you have. With an outsourced bookkeeper, you get efficiency and accuracy without paying around-the-clock. Plus, you don’t have to lose those big projects or new clients just because you are already too busy.
#6 – Access to the Best Technology + Controller Oversight
Your bookkeeping partner is required to stay up-to-date with any state tax rules and reporting changes that occur. Because technology is always changing, they stay in-the-know with QuickBooks, keeping your books in audit-ready form at all times.
#7 – Trusted Advisor and Industry Expertise
Last but not least on our top 7 list, is the overarching reason that you should consider outsourcing your bookkeeping services. With a trusted advisor, you will learn more about your business and have access to expert advice! They are proactive and can offer you advice that can affect your overall business operations, saving you time and money.
Outsourcing important business functions including bookkeeping services is a sure-fire way to increase your firm’s profitability and scalability so you can sleep better tonight. Learn more about how and why you should outsource bookkeeping here. Capri Bookkeeping Solutions could be your next partner! We have a unique team-based approach to bookkeeping that will let you focus on what you love most, running your small business. Learn more about our team at capribookeeping.com
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“I took a blind leap of faith and quit my high paying full-time job.” - Ethan Capri
Daydreaming about a life where he could be independent, Ethan Capri’s journey started after graduating from Drexel University in Philadelphia. His career launched as an Accounting Manager at a Philadelphia accounting firm where he honed in on his craft, learning the ins and outs of small business management and company culture.
Ethan sought fulfillment out of his work and wanted his contributions to lead back to something that he could call his own. An entrepreneur at heart, Ethan started to work with small business owners in South Jersey where he lived on the weekends as a fun way to make some extra money and tap into this budding passion. He quickly learned that his basic bookkeeping services for small businesses were filling a niche. His weekend side hustle was becoming more and he knew he was on to something bigger. More importantly, for Ethan, his dream of becoming an entrepreneur was on the horizon.
With the intention and desire to fill a need in his community, Ethan took a blind leap of faith and quit his full-time, high paying job thinking that he would at least have his weekend clients. In four short months, he was able to make up for his 50% decrease in salary and within a year exceeded profits in his new business venture.
As a small business owner in the South Jersey and Philadelphia area, the journey has been long and hard. In the first year, he was a sole proprietor and only had to account for himself as the employee. As he grew, hiring people brought on additional costs and challenges. Hiring, training and motivating a team was a new challenge but something that he quickly realized was crucial to the success of his company. He now focuses on hiring people that are the right fit for Capri but also the right fit for their life. Ethan believes in having a flex style work-life balance that keeps his team motivated.
If Ethan could offer up advice for people thinking about becoming an entrepreneur, he says, “Realize that you know nothing until you work from the bottom up so you can then form a better idea of how to run your own business.”
Ethan attributes his success to staying organized and proactive with his schedule. Routines are very important to his success strategy. He studies his calendar two weeks out and uses the first part of his day for the “office work” and the latter part of the day for visiting with clients and training his team.
Ethan Capri is a Certified QuickBooks ProAdvisor and Capri Bookkeeping Solutions is quickly growing to become one of South Jersey and Philadelphia’s go-to bookkeeping companies for small businesses. Capri Bookkeeping Solutions focused on bookkeeping, payroll, and QuickBooks for small businesses in the South Jersey and Philadelphia regions. They currently have a team of eight people and a unique approach to client service where every client gets paired up with a micro team for extra focus on their account. This team-based approach offers the Capri client with day-to-day proactive attention to their bookkeeping and reporting functions.
Hear what Capri clients are saying:
“Ethan & his staff pay great attention to detail. They have a strong & established on-boarding process that provides the small to mid-size employers with great payroll flexibility. Ethan is also a great partner with his clients and the other professionals they deal with. His ability to establish these relationships makes him invaluable to his clients.”
Read more reviews here and follow Capri Bookkeeping Solutions on Facebook, Instagram, YouTube, and LinkedIn. #CapriBookkeeping #BetterBookkeeping = #BetterBusiness #CapriClient
“Risk more than what others think is safe. Dream more than others think is practical.” Howard Shultz